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| Provider | Service type | Compensation |
|---|---|---|
IRONGATE PARTNERS, INC.4 years Service code 26 · EIN 56-2145194 | Advisory (Participants) | $38,112 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $19,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,276 | $61,172+150.6% | $185,851-17.5% | $79,389+93.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.22% | 19.45%-6.2pp | 122.11%-108.9pp | 116.89%-103.7pp |
| Employer contribution / active EE | $6,561 | $2,321+182.7% | $5,168+26.9% | $2,428+170.2% |
| Participant deferral / active EE | $5,522 | $2,788+98.1% | $5,569-0.8% | $4,046+36.5% |
| Admin fee / account holder | $444 | $710-37.4% | $16,245-97.3% | $626-29.1% |